Gracious, how vexing.

A short but highly peeved post today as a result of the FSA mucking about still further on platform rebates. You can read a summary of the story on Citywire, with a fetching picture of Hugo. I’ve written before on the lunacy of the cash rebate ban on platforms. On the patented Lang Cat Scale […]

Gracious, how vexing.

A short but highly peeved post today as a result of the FSA mucking about still further on platform rebates. You can read a summary of the story on Citywire, with a fetching picture of Hugo. I’ve written before on the lunacy of the cash rebate ban on platforms. On the patented Lang Cat Scale […]

Potholes and a penny

Ozzy Osborne bit the head off a bat onstage in Des Moines in 1982. We could have done with some of that chutzpah to liven up yesterday’s effort from the other Ozzy. Don’t get me wrong, it was an oratorical display to be proud of, but there was relatively little to be interested in otherwise. […]

Potholes and a penny

Ozzy Osborne bit the head off a bat onstage in Des Moines in 1982. We could have done with some of that chutzpah to liven up yesterday’s effort from the other Ozzy. Don’t get me wrong, it was an oratorical display to be proud of, but there was relatively little to be interested in otherwise. […]

Specific gravity, the secret of a good client proposition?

I’ve been taking a little time this morning to read the results of the RBS customer charter. The headlines are that it’s a curate’s egg, good in parts. Incidentally, if you want to know where the phrase ‘curate’s egg’ comes from, it’s from this 1895 Punch cartoon. It’s all part of the service here at […]

Specific gravity, the secret of a good client proposition?

I’ve been taking a little time this morning to read the results of the RBS customer charter. The headlines are that it’s a curate’s egg, good in parts. Incidentally, if you want to know where the phrase ‘curate’s egg’ comes from, it’s from this 1895 Punch cartoon. It’s all part of the service here at […]

Why the ECJ gender ruling means I don’t have to pay my credit card bill

By this time hundreds of thousands of words will have been written on the ECJ ruling about gender discrimination in insurance and pensions. So I won’t rehash what you can find elsewhere, although it is interesting that on twitter, along with #ECJ, the other trending hashtag was #bonkers. Dizzee Rascal would approve. Anyway, I read […]

Why the ECJ gender ruling means I don’t have to pay my credit card bill

By this time hundreds of thousands of words will have been written on the ECJ ruling about gender discrimination in insurance and pensions. So I won’t rehash what you can find elsewhere, although it is interesting that on twitter, along with #ECJ, the other trending hashtag was #bonkers. Dizzee Rascal would approve. Anyway, I read […]

Johnny shall have a new master

See saw, Marjorie Daw, Johnny shall have a new master, He shall have but a penny a day, Because he can’t work any faster. Speaking recently at an Insurance Society of Edinburgh do at a newly-yellow-pointed-hatty Standard Life House, I had occasion to muse publicly on seesaws and their unique relevance to the UK life […]

Johnny shall have a new master

See saw, Marjorie Daw, Johnny shall have a new master, He shall have but a penny a day, Because he can’t work any faster. Speaking recently at an Insurance Society of Edinburgh do at a newly-yellow-pointed-hatty Standard Life House, I had occasion to muse publicly on seesaws and their unique relevance to the UK life […]

Impact of poor service

/ White papers

The Impact of Poor Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

Impact of poor service

/ White papers

The Impact of Poor Platform Service

We provided the research for a report, in conjunction with Parmenion, which reveals how far short of expectations many adviser platforms are falling. The research found that over the last 12 months, 88% of advisers needed to apologise to at least one of their clients on behalf of a platform, and that poor service delivery from platforms impacts 91% of advisers every day.

/ White papers

Answering the Call

Service means a lot of things to a lot of different people. It’s so subjective it can be hard to put your finger on. This paper aims to challenge the status quo and inertia that’s built up in the sector for many years.